广电运通集团股份有限公司 2024 年主体信用评级报告 普策信评【2024】0024 号 广州普策信用评价有限公司 Philomax Credit Rating Co., Ltd 广电运通集团股份有限公司 2024 年主体信用评级报告 美团股份有限公司 2024 年主体 | 评级主体 | | | 出版社会 | | | | | --- | --- | --- | --- | --- | --- | --- | | 公司名称 | 广电运通集团股份有限公司 | 评级类型 | | | | | | | | 主体信用等级 | | AAA | | | | 所属行业 | 金融电子设备制造 | 债项信用等级 | | | | | | 评级方法 | 金融电子设备制造企业主体信用评级方法及 | 评级展望 | | | | | | 及模型 | 模型(2024)(版本号:PJFFMX-GSJRDZ- 202406) | 评级日期 | | 2024/8/16 | | | | 公司简介 | | 合并口径 | 2021 | 2022 | 2023 | 2024. 3 | | 广电运通集团股份有限公司(以下简称"广电运通"或 | | 营业收入(亿 ...

广电运通集团股份有限公司 2025 年面向专 业投资者公开发行科技创新公司债券 （第一期） 发行公告 发行人： 广电运通集团股份有限公司 牵头主承销商： 中信证券股份有限公司 联席主承销商： 广发证券股份有限公司 受托管理人： 广发证券股份有限公司 本期债券发行金额： 不超过人民币 5 亿元（含 5 亿元） 增信措施情况： 无担保 信用评级结果： 主体：AAA/债项：- 信用评级机构： 广州普策信用评价有限公司 2025 年 5 月 22 日 1 本公司及其全体董事、监事、高级管理人员或履行同等职责的人员保证公告 内容真实、准确和完整。 重要事项提示 1、发行人于 2024 年 4 月 1 日获得中国证券监督管理委员会（证监许可【2024】 533 号），同意公司面向专业投资者公开发行面值不超过（含）20 亿元的公司债 券（以下简称"本次债券"）。发行人本次债券采取分期发行的方式，其中广电 运通集团股份有限公司 2025 年面向专业投资者公开发行科技创新公司债券（第 一期）（以下简称"本期债券"）为本次债券的第二期发行。 2、本期债券发行规模不超过 5 亿元（含 5 亿元）。本期债券每张面值为人 民币 100 ...

广电运通集团股份有限公司 （住所：广州市高新技术产业开发区科学城科林路 9、11 号） 2025 年面向专业投资者公开发行科技创新 公司债券（第一期）募集说明书 | 发行人： | 广电运通集团股份有限公司 | | --- | --- | | 牵头主承销商： | 中信证券股份有限公司 | | 联席主承销商： | 广发证券股份有限公司 | | 受托管理人： | 广发证券股份有限公司 | | 本期债券发行金额： | 不超过人民币 5 亿元（含 5 亿元） | | 增信措施情况： | 无担保 | | 信用评级结果： | 主体：AAA/债项：- | | 信用评级机构： | 广州普策信用评价有限公司 | 牵头主承销商 （住所：广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座） 联席主承销商、受托管理人 （住所：广东省广州市黄埔区中新广州知识城腾飞一街 2 号 618 室） 签署日期： 年 月 日 广电运通集团股份有限公司 2025 年面向专业投资者公开发行科技创新公司债券（第一期）募集说明书 声明 发行人将及时、公平地履行信息披露义务。 发行人及其全体董事、监事、高级管理人员或履行同等职责的人员保证募 集说明书 ...

Core Viewpoint - The company is actively expanding its international payment and digital currency services while focusing on cost reduction and efficiency improvement strategies to enhance overall profitability. Group 1: Company Performance and Market Position - As of May 23, 2025, the company's stock price is 11.57 yuan, down 1.87% from the previous week, with a total market capitalization of 28.733 billion yuan, ranking 9th in the computer equipment sector and 496th in the A-share market [1] - The company’s subsidiary, Guangdian Wuzhou, has shown rapid revenue growth from 558 million yuan in 2022 to 1.702 billion yuan in 2024, indicating a strong development phase [3][6] Group 2: Business Development and Innovations - The company holds an internet payment license and has cross-border RMB payment qualifications, providing services for cross-border trade, including e-commerce and general trade [1] - The company is one of the few in China offering full-stack technology services for digital RMB, providing hardware and software solutions for various financial institutions [2] - The company has won a significant project for a digital RMB comprehensive service platform in the Beibu Gulf, focusing on cross-border applications [2][6] Group 3: International Expansion and Strategy - The company has established eight branches globally, covering over 120 countries and regions, and aims to deepen its presence in Europe and Asia-Pacific markets [4][6] - The company is exploring opportunities in the international payment market and is committed to localizing its global strategy [4] Group 4: Cost Reduction and Efficiency Improvement - The company has implemented dynamic production management and a mature supply chain system to enhance manufacturing flexibility and reduce costs [5] - Management expenses have shown a declining trend from 2018 to 2024, reflecting significant achievements in cost reduction and efficiency enhancement [5][6] Group 5: Capital Operations and Future Plans - The company follows a "dual-wheel drive" strategy of "industry + capital," focusing on acquisitions and strategic investments in high-growth sectors such as artificial intelligence and new business models [7]

Group 1 - The company Guangdian Yuntong holds an internet payment license and cross-border RMB payment qualification, providing cross-border trade RMB settlement services covering cross-border e-commerce and general trade scenarios [1] - The digital RMB products include both hardware and software, with notable projects such as winning the bid for the Beibu Gulf digital RMB comprehensive service platform [1] - The server business, represented by Guangdian Wuzhou, is a key part of the company's computing power sector, experiencing rapid revenue growth and focusing on domestic market opportunities [1] Group 2 - The company is expanding its international business by leveraging domestic technology and product advantages to deepen its presence in Europe and Asia-Pacific markets, promoting financial technology innovation [1] - Measures such as production-research linkage, supply chain optimization, and enhanced digital management are being implemented to reduce management costs and improve operational efficiency [1] - The company adopts a dual-driven strategy of "industry + capital," focusing on artificial intelligence and data elements, and is engaging in diversified capital operations to layout core industries [1]

Group 1 - The core viewpoint of the article highlights that Guangzhou Yuntong is actively involved in cross-border payment services and has obtained relevant licenses, indicating a strong position in the market [1] - Guangzhou Yuntong's digital RMB products include both hardware and software, with successful cases such as winning the bid for the Beibu Gulf digital RMB comprehensive service platform project [1] - The company's server business, particularly through Guangdian Wuzhou, is experiencing rapid revenue growth and aims to capitalize on domestic opportunities while enhancing profitability [1] Group 2 - The company is leveraging its domestic technology and product advantages to expand its international business, particularly in Europe and the Asia-Pacific region, focusing on financial technology innovation [1] - Measures such as research and development collaboration, supply chain optimization, and enhanced digital management are being implemented to reduce management costs and improve operational efficiency [1] - The capital operation strategy of the company emphasizes a dual-driven approach of "industry + capital," focusing on artificial intelligence and data elements through diversified capital operations [1]

Group 1: Business Operations - The company holds an internet payment license and has cross-border RMB payment qualifications, providing services for cross-border trade settlements, covering scenarios like cross-border e-commerce and general trade [2] - The company is one of the few that can provide full-stack technology services for digital RMB, offering various hardware and software solutions, including smart contracts and payment channels [3] - Revenue from the subsidiary Guangdian Wuzhou is projected to grow from 558 million RMB in 2022 to 1.298 billion RMB in 2023 and 1.702 billion RMB in 2024, indicating rapid development [3] Group 2: International Expansion - The company has established 8 branches globally, with products and services covering over 120 countries and regions, focusing on deepening its presence in Europe and Asia-Pacific [4] - The company aims to accelerate the digital transformation of financial services and expand into new business areas, such as retail, to achieve significant growth in international operations [4] Group 3: Cost Reduction and Efficiency Improvement - The company has implemented a mature supply chain management system and upgraded its digital manufacturing capabilities to enhance production efficiency and reduce costs [5] - Management expenses have shown a downward trend from 2018 to 2024, reflecting significant achievements in cost reduction and efficiency enhancement [5] Group 4: Capital Operations - The company follows a dual-driven strategy of "industry + capital," focusing on acquisitions and strategic investments in sectors like artificial intelligence and hard technology [6] - The investment strategy prioritizes controlling stakes in growth-stage companies with strong revenue and profit potential [6]

Group 1 - The China Securities Financial Technology Theme Index (930986) experienced a decline of 0.28% as of May 21, 2025, with mixed performance among constituent stocks [3] - Zhaori Technology (300333) led the gains with an increase of 6.92%, while Lakala (300773) saw the largest decline at 5.71% [3] - The Financial Technology ETF (516860) also fell by 0.33%, with a latest price of 1.19 yuan and a turnover rate of 3.32% [3] Group 2 - Dongxing Securities highlighted strong policy support and emerging demand in new sectors, contributing to the recovery of industry growth [4] - The financial technology sector is expected to benefit from increased IT investments by banks, insurance, and securities firms, driven by the transition to new systems and digital platforms [4] - Cloud technology remains a core investment area for financial institutions, with AI and data utilization expected to enhance operational efficiency [4] Group 3 - The Financial Technology ETF reached a new high of 929 million yuan in size and 778 million shares in circulation [5] - The ETF has seen continuous net inflows over the past four days, totaling 51.75 million yuan, with an average daily net inflow of 12.94 million yuan [5] - The ETF's one-year net value increased by 57.87%, ranking first among comparable funds [5] Group 4 - The Financial Technology ETF has a management fee of 0.50% and a custody fee of 0.10%, which are among the lowest in comparable funds [6] - The ETF's tracking error over the past two years is 0.046%, indicating the highest tracking precision among similar funds [6] - The top ten weighted stocks in the index account for 53.28% of the total, with Tonghuashun (300033) and Dongfang Caifu (300059) being the largest contributors [6][8]

证券代码：002152 证券简称：广电运通 公告编号：临 2025-033 广电运通集团股份有限公司 董 事 会 2025 年 5 月 17 日 1 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 广电运通集团股份有限公司（以下简称"公司"）控股股东广州数字科技集团有限公司 （以下简称"广州数科集团"）于 2024 年 4 月 26 日发行完成广州数字科技集团有限公司 2024 年面向专业投资者非公开发行科技创新可交换公司债券（第一期）（债券简称：24 广 州数字科技 EB，债券代码：117222），实际发行规模为 30 亿元，债券期限为 3 年。（详见 公司于 2024 年 4 月 29 日刊登在《证券时报》《中国证券报》《上海证券报》《证券日报》 及巨潮资讯网 www.cninfo.com.cn 上的相关公告） 公司收到广州数科集团通知，根据《广州数字科技集团有限公司 2024 年面向专业投资 者非公开发行科技创新可交换公司债券（第一期）募集说明书》的约定和公司披露的《2024 年年度分红派息实施公告》，"24 广州数字科技 EB"的换股价格自 2025 ...

Group 1 - The China Securities Financial Technology Theme Index (930986) decreased by 0.46% as of May 16, 2025, with mixed performance among constituent stocks [3] - Leading gainers included Geling Deep Vision (688207) up 4.05%, Yinxin Technology (300231) up 1.60%, and Kela Software (300663) up 1.44%, while leading decliners were Lakala (300773) down 2.38%, Cuiwei Co. (603123) down 2.25%, and Tax Friend Co. (603171) down 2.18% [3] - The Financial Technology ETF (516860) fell by 0.58%, with the latest price at 1.2 yuan and a trading volume of 38.16 million yuan [3] Group 2 - The recent US-China trade talks in Geneva resulted in a significant reduction in tariffs, which is expected to alleviate sentiment pressure on the computer sector, highlighting potential investment opportunities [3] - Companies within the AI industry chain and financial technology sectors are anticipated to have substantial growth potential following the easing of tariff tensions [3] Group 3 - The Financial Technology ETF has reached a new high of 753 million shares, with a net inflow of 21.87 million yuan recently [4] - Over the past five trading days, there were net inflows on four days, totaling 36.30 million yuan, with an average daily net inflow of 7.26 million yuan [4] - The ETF's financing buy-in amount reached 9.61 million yuan, with a financing balance of 42.83 million yuan [4] Group 4 - As of May 15, 2025, the Financial Technology ETF has achieved a 64.04% increase in net value over the past year, ranking first among comparable funds [4] - The ETF has a historical maximum monthly return of 55.92% and an average monthly return of 10.57%, with a 66.67% annual profit percentage [4] - The probability of profit over a three-year holding period is 96.71% [4] Group 5 - The Financial Technology ETF has a Sharpe ratio of 1.21 for the past year, indicating strong risk-adjusted returns [5] - The ETF's management fee is 0.50% and the custody fee is 0.10%, which are among the lowest in comparable funds [6] - The tracking error for the ETF over the past two years is 0.046%, the highest tracking precision among comparable funds [6] Group 6 - As of April 30, 2025, the top ten weighted stocks in the China Securities Financial Technology Theme Index accounted for 53.28% of the index [6] - The top stocks include Tonghuashun (300033) at 9.50%, Dongfang Caifu (300059) at 9.01%, and Hengsheng Electronics (600570) at 7.47% [8]